

Insurance Advisory Service October 2022—Monthly/Quarterly Highlights
The Insurance Advisory Service provides an in-depth analysis of segregated fund trends. The report covers movements in total assets, gross sales, redemptions, and net flows while breaking down each measure by traditional and guaranteed withdrawal benefit (GWB) products. The report details each of these metrics at the asset class level for both product structures and provides views of monthly and yearly changes in each figure. Firm level and fund level rankings are also displayed based on largest and best-selling complexes and funds. Each monthly issue further delves into segregated funds that wrap mutual funds, providing industry level visuals of the proprietary and third-party categories, as well as firm.
Section 2 of this issue includes a set of quarterly charts detailing segregated fund first quarter results at both the sponsor and the fund level, as well as segregated funds that wrap mutual funds.
Insurance Advisory Service — Latest Reports


Insurance Advisory Service November 2022—Segregated Fund Sales: From Renaissance to Respite

Insurance Advisory Service November 2022—Monthly Highlights

Insurance Advisory Service October 2022—Monthly/Quarterly Highlights

Insurance Advisory Service October 2022—Semi-Annual GIA and Annuities Update

Insurance Advisory Service October 2022—Life Insurance Results Across Canadian Distributors

Insurance Advisory Service September 2022—Monthly Highlights
